When to Review Your Estate Plan

You should review your estate plan, including your will and any trusts, on a periodic basis to be sure that your inheritance planning is consistent with your needs and goals. In addition, review your estate plan upon



  • Marriage, separation or divorce



  • Birth or adoption of a child



  • Death of an heir



  • Move to another state



  • Significant changes in your health



  • Significant changes in your financial condition











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Source:http://www.dummies.com/how-to/content/when-to-review-your-estate-plan.html

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